Examiners, carriers, and counsel use this page to map Brown & Sullivan’s evidence classes before they request copies. Each object below is maintained under a reference code, a review calendar, and the citations that govern production.
If you are building a file for CMS, a State DOI, a carrier document request, or a privilege review, start by identifying the artifact class below. The firm does not post blank templates on the public web. Certified excerpts, retention attestations, and form packets are released under written request and counsel approval, subject to privilege and the duty to protect consumer data.
Use the request link on each entry or contact the firm to name your organization, the jurisdiction, and the artifact you need for examination or file-building.
Two-channel recordings of every outbound and inbound call, captured at the carrier-grade telephony bridge and sealed against modification at the moment of disconnect.
Standalone verbal authorization recordings captured during enrollment, retained as a separately addressable evidence object distinct from the parent call.
CMS-compliant Medicare Scope of Appointment records, captured 48 hours in advance of plan presentation and tied to the agent's NPN and AHIP cycle.
Third-Party Marketing Organization disclosure read verbatim within the first minute of every Medicare-eligible call and captured as a discrete evidence span.
Lead-level evidence of prior express written consent under the 2024 TCPA one-to-one consent rule, with source URL, IP, timestamp, and disclosure language hash.
